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Financial Fitness Forever by Richard Buck, Paul Merriman

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APPENDIX BFine-Tuning Your Asset Allocation

Perhaps the biggest job any investor has is managing risk. If you take too much, you could be flirting with disaster; if you take too little, you could cheat yourself out of the returns you need to take care of yourself, your family, and your heirs. In this appendix, I show you how to get this important equation right.

One of the most fundamental decisions faced by every investor is how to allocate a portfolio between stock funds and bond funds. Some investors prefer an all-equity portfolio for its superior long-term growth prospects. Others invest exclusively in fixed-income instruments, preferring to completely avoid the risks of the stock market. But in my experience most people are more comfortable ...

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